The financial advisory industry manages one of the largest pools of wealth the world has ever seen.

In the United States alone, more than $144 trillion in assets is stewarded by financial advisors across wirehouses, broker-dealers, and RIAs. Over 300,000 advisors and 600,000 support staff rely on a fragmented ecosystem of more than 400 legacy software tools just to keep the system moving.

Yet for all its size, this industry is held back by an invisible tax: time.

Advisors aren’t spending their hours advising. They’re preparing. Updating. Copying. Formatting. Chasing documents. Manually entering data into systems that were never designed to work together. On average, more than 25 percent of an advisor’s week is lost to non-advisory work.

This is the reality FastTrackr AI was born to change.

FastTrackr AI is an AI stack purpose-built for Registered Investment Advisors and financial advisory firms. It takes on the repetitive, error-prone work no one wants to do, giving RIAs and Financial Advisors more time for their clients and business growth.

This is what it looks like when vertical AI moves from theory to transformation.

The problem isn’t effort. It’s infrastructure.

Behind every polished client meeting sits a maze of preparation.

Two to three hours per meeting are lost to research, note-taking, cross-referencing client and market data, and prepping for what should be a strategic conversation. Every client file contains documents that must be reviewed, summarized, interpreted, and entered across CRMs, financial planning software, and custodial portals. Each new onboarding can take hours, days, or even weeks.

Manual processes dominate:

• Preparation, note-taking, and follow-ups

• Data extraction from statements, tax documents, benefits, equity compensation

• CRM and financial planning updates

• Client onboarding, compliance workflows, and transitions

• Email responses and follow-up planning

In parallel, the industry is being stretched by structural headwinds:

• An $84 trillion generational wealth transfer is underway

• A growing talent shortage of nearly 100,000 advisors

• Aging technology

• Shrinking margins

• Increasing compliance complexity

Hiring more people is expensive. Support staff can cost $60,000 to $80,000 annually per head. Multiply that across thousands of firms, and the inefficiency compounds fast.

What the industry doesn’t need is more software.
It needs intelligent automation embedded directly into how the work actually happens.

FastTrackr AI is built for the real work of real advisors

FastTrackr AI is an integrated, vertical-specific AI platform designed to handle the operational backbone of an advisory practice.

At its core, it acts as an AI teammate, working continuously in the background to manage workflows that humans were not meant to handle manually.

The Meeting Assistant

Before meetings, it generates intelligent preparation from CRM and email data. During meetings, it summarizes live or recorded conversations across Zoom, Teams, or in-person environments. After meetings, it drafts contextual follow-up emails, identifies action items, and updates systems with one click.

It ensures nothing is lost. Nothing forgotten. Nothing duplicated.

Document Intelligence

FastTrackr AI instantly extracts and structures data from brokerage statements, bank records, tax documents, and equity compensation files. It organizes household-level views, enriches insights with live market data, and exports into CRMs, financial planning tools, and spreadsheets.

What once took hours now takes minutes.

Client Onboarding and Transitions

Client data is auto-gathered from meetings and communications. Information is verified by the client, populated across systems, and used to initiate account openings, agreements, and disclosures. It is designed not only for new clients but also for the millions of advisor transitions that occur every year.

This is not a collection of disconnected tools. It is an end-to-end intelligence layer built for the life cycle of an advisory relationship.

And the most important part: FastTrackr integrates directly into the existing tech stack. No upheaval. No painful migrations. No new complexity.

Built by people who know the industry from the inside

Great platforms are built by people who understand both the problem and the stakes.

FastTrackr AI is led by Vineet Mohan, a seasoned financial services professional with over fifteen years of experience, including time at HSBC and deep immersion in the U.S. wealth management ecosystem. He understands the operational reality of advisory firms because he has lived it.

He is joined by a powerful group of operators, engineers, and advisors, including:

• James Cantwell, founder of WealthTech Select

• Andy Burgess, founder of Foresight Consulting

• Sukesh Pai, founder of Trillium Square Advisors

• A leadership bench with experience across Mercer, Fidelity, Schwab, and NewEdge

Backing the company at the venture-building level is gAI Ventures, led by Amit Goel, Kushal Prakash, and Vijay Rajendran. Together, they bring AI research expertise, fintech-building experience, and venture scale strategy that turns intelligent ideas into defensible companies.

From engineering leadership to go-to-market capability, FastTrackr AI is being built by a team that blends domain understanding, technical depth, and commercial execution.

This is not a side project. It is foundational infrastructure being architected with intent.

Early traction is already proving the thesis

FastTrackr AI is already live with multiple RIA clients, including firms with more than $1.5 billion in AUM, a Forbes Top 250 RIA, and several high-profile design partners enabling enterprise-level validation.

Advisors using the platform report:

• Saving 10 to 15 hours per week

• Faster and more accurate documentation

• Higher quality client deliverables

• Stronger client relationships

• Reduced operational stress

These are not incremental improvements. They are step-changes in how an advisory firm functions.

And this is just the beginning.

The bigger vision: Building the “Zoho for RIAs”

FastTrackr is not positioning itself as a tool. It is positioning itself as an operating system.

A platform that connects CRM, docs, onboarding, communication, planning, compliance, and operational flows into a single, intelligent interface. Over time, it becomes more essential, more embedded, and more valuable as data compounds and workflows become autonomous.

The long-term vision is clear:
Own the AI stack that automates the most complex workflows end-to-end for financial advisory firms.

This is how real vertical software creates dominance. Not through flashy features. But through necessity.

Why this matters now

The advisory industry is standing at a crossroads.

The largest wealth transfer in history is underway. Clients are becoming digital-first. Advisors are aging. Talent is scarce. Tools are outdated. Pressure is rising.

Where there is complexity, there is opportunity.

FastTrackr AI arrives at the exact moment the industry needs it most. With the right technology. The right team. The right partners. And the right backing.

It is not just automating workflows.
It is redesigning what an advisory firm can be.

Faster. Leaner. More personal. More scalable. More human.

Not because humans are being replaced, but because the right work is finally staying with the right people.

And that is what Vertical AI, when done correctly, is meant to accomplish.